TM
Taylor R. Mavrakos
MFP FINANCIAL SERVICES
SAFETY HARBOR, FL 34695
Some features on this profile are disabled
CRD#: 6532164
TM
Professional summary
Taylor Rae Mavrakos is a registered financial advisor currently at MFP FINANCIAL SERVICES, LLC located in Safety Harbor, Florida and LPL FINANCIAL LLC located in Safety Harbor, Florida.
Taylor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Taylor has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 2/1/2016 - MFP Financial Services, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 144 Hours Per Month/8 Hours During Securities Trading. 2. 2/3/2016 - MFP FINANCIAL SERVICES INC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 12/22/2015 - 9 Hours Per Month During Securities Trading. 3. 6/13/2017 - MFP CONSULTING GROUP LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 08/24/16 - 20 Hours Per Month/0 Hours During Securities Trading - Business entity for tax purposes. 4. 11/16/2021 - Independent Advisor Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Start Date: 01/01/2020 - 20 Hours Per Month/0 Hours During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 11/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 02/03/2022 - Independent Advisor Alliance - DBA: (Hybrid) Taylored Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 01/01/2022 - 20 Hours Per Month/10 Hours During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, LLC, an independent investment advisor firm. I started this business activity in 2/2022. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 07/09/2024 - MFP Financial Services - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 08/01/2024 - 10 Hours Per Month/ 1 Hour During Trading - I provide investment advisory services through Independent Advisor Group, an independent investment advisor firm. I started this business activity in 7/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7. 10/08/2024 - Mortgage/Real Estate Services - Investment Related - At Reported Business Location(s) - Start Date 06/06/2024 - 1 Hour Per month/ 0 Hours During Trading 8) 03/11/2025 - Taylored Wealth - Not Investment Related - Other - Podcast - Harbor, FL - Start Date: 02/10/2025 - 6 Hrs/Mth - 2 Hrs During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Taylor Rae Mavrakos's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 2, 2024 - Present
MFP FINANCIAL SERVICES, LLC
Office #1: 335 Ninth Ave. S., Safety Harbor, FL 34695RIA
CRD#: 331681
SAFETY HARBOR, FL
Current
February 1, 2016 - Present
LPL FINANCIAL LLC
Office #1: 335 9th Ave S., Safety Harbor, FL 34695RIA
BD
CRD#: 6413
Safety Harbor, FL
Past
October 26, 2018 - August 2, 2024
INDEPENDENT ADVISOR ALLIANCE, LLC
RIA
CRD#: 168267
Dunedin, FL
Past
April 27, 2016 - November 19, 2018
INDEPENDENT FINANCIAL PARTNERS
RIA
CRD#: 125112
Dunedin, FL
Past
October 16, 2015 - January 4, 2016
LORD, ABBETT & CO. LLC
RIA
CRD#: 110391
JERSEY CITY, NJ
Past
August 17, 2015 - January 4, 2016
LORD ABBETT DISTRIBUTOR LLC
BD
CRD#: 530
JERSEY CITY, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MF
MFP FINANCIAL SERVICES, LLC
MFP FINANCIAL SERVICES | MFP FINANCIAL SERVICES, LLC | MFP FINANCIAL SERVICES INC.
CRD#: 331681 / SEC#: 801-130821
RIA
Registered Investment Advisory firm - (8/1/2024 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(2/1/2016)
IAR
Florida(8/28/2024)
RR
Hawaii(2/1/2016)
IAR
Texas(8/2/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
MF
MFP FINANCIAL SERVICES, LLC
MFP FINANCIAL SERVICES | MFP FINANCIAL SERVICES, LLC | MFP FINANCIAL SERVICES INC.
CRD#: 331681 / SEC#: 801-130821
RIA
Registered Investment Advisory firm - (8/1/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
335 Ninth Ave. S., Safety Harbor, FL 34695
Mailing Address
Phone number
(727) 443-3300
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,343 |
| AUM (Assets Under Management) | $ 313,100,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MFP FINANCIAL SERVICES, LLC
CRD#: 331681Safety Harbor, FL 34695TRUST BUT VERIFY
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